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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
801
Washington Trust Advisors
Massachusetts
$47.7K -$4.01K -38 -8%
RTC
802
Riverview Trust Company
Washington
$45.1K +$42.3K +401 New
EWA
803
EverSource Wealth Advisors
Alabama
$44.9K +$1.16K +11 +3%
ADL
804
Asset Dedication LLC
California
$43K -$40.5K -384 -50%
FIM
805
FWL Investment Management
Texas
$42.8K +$40.2K +381 New
CFO
806
CVA Family Office
Colorado
$41.5K +$528 +5 +1%
TWD
807
True Wealth Design
Ohio
$41K +$1.05K +10 +3%
JSAM
808
J. Safra Asset Management
New York
$39.1K +$32.2K +305 +709%
A
809
AlphaQuest
New York
$37.7K -$58.8K -557 -62%
AA
810
Ancora Advisors
Ohio
$34.8K – – –
SVCP
811
Silicon Valley Capital Partners
California
$34.7K +$106 +1 +0.3%
CWP
812
Concord Wealth Partners
Virginia
$33.7K – – –
MMG
813
Monetary Management Group
Missouri
$33.7K – – –
JPWM
814
Jamison Private Wealth Management
Georgia
$33.5K – – –
CT
815
Colonial Trust
South Carolina
$31.5K +$6.54K +62 +29%
AF
816
Advisornet Financial
Minnesota
$31.5K +$2.11K +20 +8%
SL
817
Salomon & Ludwin
Virginia
$29.6K – – –
PIM
818
Plato Investment Management
Australia
$27.9K – – –
IFAM
819
Institutional & Family Asset Management
Colorado
$26.4K -$4.22K -40 -15%
BL
820
BFSG LLC
California
$25.9K – – –
BAM
821
Byrne Asset Management
New Jersey
$25.3K – – –
C
822
Covestor
United Kingdom
$25K -$317 -3 -1%
HI
823
Harbour Investments
Wisconsin
$24.4K -$844 -8 -4%
EL
824
EMFO LLC
Florida
$23.1K – – –
JWA
825
JFS Wealth Advisors
Pennsylvania
$20.7K -$633 -6 -3%
31 32
33
34 35